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Sutton Wealth Advisors’s KB Home KBH Stock Holding History

Sutton Wealth Advisors’s Portfolio KBH Stock Details KBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4
Closed -$127 – 1193
2022
Q4 		$127 Hold
4
– – ﹤0.01% 1626
2022
Q3 		$104 Buy
4
+1
+33% +$30 ﹤0.01% 1591
2022
Q2 		$85 Sell
3
-24
-89% -$766 ﹤0.01% 1633
2022
Q1 		$874 Buy
27
+18
+200% +$709 ﹤0.01% 1379
2021
Q4 		$403 Buy
+9
New +$377 ﹤0.01% 1569

Other funds holding KBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Sutton Wealth Advisors's KBH Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of KB Home (KBH) in Q1 2023, closing a stake of 4 shares — an estimated $127 sold.

Sutton Wealth Advisors first reported a position in KBH in Q4 2021 and held it in 5 quarters. The position peaked at $874 in Q1 2022. 322 funds tracked by Wall St. Rank hold KBH as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining KB Home position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 4 KB Home shares in Q1 2023, an estimated $127.
  • Sutton Wealth Advisors first reported a position in KB Home in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's KB Home position peaked at $874 in Q1 2022.
  • 322 funds tracked by Wall St. Rank held KB Home as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.